Bank statement analysis for legal professionals
Extract, analyse, and export client financial transaction data for litigation support, discovery, and due diligence. The file itself is never uploaded, your client’s name, address and account number are never sent, and any saved statement data you can delete anytime.
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Built around legal data obligations
Client Privilege Protected
Statement PDFs are opened and read in the browser and the file itself is never uploaded. Only the transaction lines are ever sent, with names, addresses and account numbers stripped out first. If you choose to save a converted statement, only the extracted transaction data (never the original PDF) is stored, and you can permanently delete it at any time, keeping you in control of client confidentiality.
Litigation-Ready Spreadsheets
Export clean XLSX with transaction summaries, or CSV for import into forensic accounting tools. Structured output covering dates, descriptions, credits, debits, and running balance, ready for exhibit preparation or expert handoff.
Multi-Month Statement Processing
Process months or years of statements across multiple accounts and parties. Multi-page PDF support with full transaction extraction, essential for tracing assets across long financial histories.
1000+ Banks Across All Jurisdictions
Supports statements from UK, US, EU, Australian, and Asian banks, HSBC, Barclays, NatWest, Lloyds, Chase, Wells Fargo, ANZ, and hundreds more. Cross-border matters covered.
Why Architecture Matters for Legal Work
The file stays in the browser.
Most PDF converters upload your file to a cloud server to process it. For legal professionals handling client financial documents, this creates an immediate confidentiality problem, the statement is now on a third-party server, regardless of their privacy policy.
PivotBank's architecture is different by design. The PDF file is never uploaded, it is opened and read inside your browser tab, and the only thing that can ever leave is the transaction table, with your client’s name, address, account number, IBAN and sort code stripped out first. If you choose to save a converted statement, the only thing stored is the extracted transaction data (never the original PDF), which you can permanently delete at any time.
0
PDF files uploaded to our servers
All
Saved data you can delete anytime
Common legal use cases
Financial Discovery
Extract and structure years of transaction data from multiple parties for disclosure. Export to Excel for sorting, filtering, and annotation before handing to experts or opposing counsel.
Asset Tracing
Rapidly identify transfers, withdrawals, and payment patterns across accounts. The structured JSON export (available when you unlock a statement) enables programmatic analysis across large transaction datasets.
Matrimonial Finance
Convert Form E bank statement requirements into clean spreadsheets. Verify declared income and outgoings against statement records. Process statements from multiple banks quickly for case preparation.
Pricing
No subscription. Pay per statement.
Registered
Free
Free account
- Five-row preview of any statement
- Unlocked statements saved
- Multi-page PDFs
- 1000+ banks
Pay Per Statement
£2.49 per statement
One-time payment, no subscription
- Every page of the statement
- Excel, CSV & JSON export
- Transaction categorisation
- Spending & pattern insights
- Saved to your account to re-download
Need volume pricing? Email us
Common questions
Is this compliant with our solicitor data handling obligations?
Your PDFs are never uploaded, they are opened and read in your browser, and only the transaction lines can ever be sent, with names, addresses and account numbers stripped out first. If you choose to save a converted statement, only the extracted transaction data (never the original PDF) is stored, and you can permanently delete it at any time. This keeps your data footprint minimal and entirely within your control.
Can I process statements for multiple clients in one session?
Yes. Each PDF is processed independently. You can convert statements for as many clients as needed, each shows its free preview, and when you need a full statement you unlock it for a one-time £2.49. No data from one client is ever mixed with another.
Does it handle statements from multiple banks and jurisdictions?
Yes. PivotBank supports 1000+ bank statement formats from the UK, US, EU, Australia, and Asia. HSBC, Barclays, NatWest, Lloyds, Chase, Wells Fargo, ANZ, DBS, and hundreds more. If a specific format is missing, contact us and we'll add support.
How does paying per statement work?
No subscription is required. Every statement previews free. When you need a full statement, you make a one-time £2.49 payment to unlock it, this converts every page and adds JSON export, categorisation, and insights, with the statement saved to your account to re-download anytime. For volume firm arrangements, contact [email protected].
What if the PDF is a scanned statement rather than a digital export?
They parse. A statement with no text layer, a scan or a photocopy in a disclosure bundle, goes through OCR in the browser: the page is rendered and read character by character on your machine, and the file is never uploaded. Accuracy depends on the copy, and the balance check is what tells you: an OCR misreading almost always breaks the running balance and is flagged with the size of the gap. Where the original digital PDF can be obtained it still reads more reliably, and for evidence it is worth asking for.